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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

599 hedge funds and large institutions have $8.6B invested in Schwab US Large- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 291 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
12.99%
Holding in Top 10
120
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.45%
% of All Funds
2.6%
New
67
Increased
291
Reduced
186
Closed
44
Calls
$582K
Puts
$54.6M
Net Calls
-$54M
Net Calls Change
-$54.3M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$136M
2
Charles Schwab
Charles Schwab
California
+$51.5M
3
QI
QS Investors
New York
+$36M
4
UBS Group
UBS Group
Switzerland
+$19.2M
5
AWM
Apollon Wealth Management
South Carolina
+$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$768M
2
SEI Investments
SEI Investments
Pennsylvania
-$109M
3
Bank of America
Bank of America
North Carolina
-$57.2M
4
AssetMark Inc
AssetMark Inc
California
-$35.3M
5
ACM
Argent Capital Management
Missouri
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
Foresight Wealth Management
Utah
$277K +$277K +24,552 New
OPA
477
Old Port Advisors
Maine
$276K -$2.03K -180 -0.7%
PCMF
478
Private Capital Management (Florida)
Florida
$273K -$62.5K -5,550 -19%
H
479
HoyleCohen
California
$268K -$9.8K -870 -4%
BA
480
Boston Advisors
Massachusetts
$268K +$268K +23,754 New
PCM
481
Palouse Capital Management
Washington
$267K +$20.9K +1,854 +9%
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$266K -$12.3K -1,080 -4%
PO
483
Private Ocean
California
$265K +$1.35K +120 +0.5%
SIC
484
Shoker Investment Counsel
Ohio
$264K +$14.4K +1,278 +6%
LNC
485
Lincoln National Corp
Pennsylvania
$257K -$407K -36,180 -61%
IA
486
Independence Advisors
Pennsylvania
$256K – – –
SEIA
487
Signature Estate & Investment Advisors
California
$255K -$75K -6,630 -23%
RPG
488
Resource Planning Group
Georgia
$252K +$8.17K +726 +3%
TWA
489
TCI Wealth Advisors
Arizona
$252K +$144K +12,744 +133%
WCWM
490
Willow Creek Wealth Management
California
$251K +$2.5K +222 +1%
JLBC
491
J.L. Bainbridge & Co
Florida
$245K -$69.9K -6,000 -22%
SAA
492
Southeast Asset Advisors
Georgia
$245K +$245K +21,708 New
QCM
493
Quadrant Capital Management
New Jersey
$241K +$241K +21,420 New
LA
494
LVW Advisors
New York
$239K +$239K +21,222 New
RWA
495
River Wealth Advisors
Pennsylvania
$231K -$37.3K -3,318 -14%
MCM
496
Maple Capital Management
Vermont
$231K +$231K +20,460 New
AIA
497
Armor Investment Advisors
North Carolina
$230K – – –
MIH
498
Meitav Investment House
Israel
$228K -$53.6K -4,800 -19%
KA
499
Kovack Advisors
Florida
$225K -$47.9K -4,242 -18%
WIA
500
World Investment Advisors
California
$222K -$160K -14,196 -42%
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